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Shinki Bus (9083) · InitiativeReframedLatest Results presentation (2026-11-09): "Advanced"

High-value-added tours, products and services for seniors, and service differentiation

First written in FY2016. 12 of 29 entries say "Advanced", first in FY2017-Q3. Latest entry: 2026-11-09.

29entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q3 – FY2018OtherFY2020-Q1 – FY2021AdvancedFY2022-Q3 – FY2024-Q1OtherFY2025-H1 – FY2026-H12016: 120162017: 220172018: 320182019: 420192020: 420202021: 420212022: 320222023: 220232024: 120242025: 120252026: 42026
Same theme, other companies
Shift to a high-value-added travel services business modelA theme 2 companies write about · 0 as a headwind · 2 as a tailwind

1 other company's latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026ReframedAnnual report

    「While scaling back individual travel, where competition is intensifying, the company will concentrate management resources on the Golden Route and land-operator services, where demand is expected, in an effort to expand its market share.」

    The company reorganized its travel-product strategy to concentrate management resources on the Golden Route and land-operator services rather than on highly competitive individual travel.
  2. 2026-05-12AdvancedResults

    「旅行部門においては、「大阪・関西万博」ツアーや団体旅行が好調に推移したことなどにより増収となりました。貸切バス部門においても、「大阪・関西万博」への輸送を受注したこと及び貸切バス新運賃の適用などにより増収となりました。」

    万博ツアー、団体旅行、貸切輸送、新運賃の適用により旅行貸切部門が増収となり、営業損益も黒字化した。
  3. FY2026-H1Decline in customer numbers for inbound toursAnnual report

    「As a result, revenue increased by ¥338 million, or 11.1%, year on year to ¥3,373 million, but the operating loss was ¥3 million, compared with an operating loss of ¥39 million in the same period of the previous year, due in part to lower customer numbers for inbound tours.」

    Although tours for the Osaka-Kansai Expo and group travel contributed to higher revenue, customer numbers for inbound tours declined, and the travel charter business posted an operating loss.
  4. FY2025-H1Failure to meet customer-number targets for new toursAnnual report

    「As a result, revenue increased by ¥551 million, or 22.2%, year on year to ¥3,035 million. However, the operating loss was ¥39 million, compared with an operating loss of ¥28 million in the same period of the previous year, partly because customer numbers for the Setouchi round-trip tour launched in April fell short of plan.」

    Bus tours, round-trip tours for foreign visitors, group travel and Tanegashima charter cruises contributed to higher revenue, while customer numbers for the Setouchi round-trip tour launched in April fell short of plan and the travel charter business posted an operating loss.
  5. FY2024-Q1AdvancedAnnual report

    「In the travel business, revenue increased as round-trip tours for visitors to Japan performed well, helped by the easing of border-control measures for travelers from overseas. In the chartered-bus business, orders increased from corporate groups and others whose travel had been curtailed during the COVID-19 pandemic.」

    In addition to the recovery in round-trip tours for visitors to Japan, orders for chartered buses from corporate groups whose travel had been curtailed also increased.
  6. FY2023-Q3AdvancedAnnual report

    「In the chartered travel business, customer acquisition for bus tours such as "Bus Travel" increased as we worked to expand sales of tours using the nationwide travel assistance program launched in October, in addition to the easing of restrictions on activities. Signs of recovery were also seen in tours for inbound travelers.」

    The company expanded tour sales using the nationwide travel assistance program, increasing customer numbers for "Bus Travel" and other offerings. Tours for visitors to Japan also showed signs of recovery.
  7. FY2023-Q2AdvancedAnnual report

    「The 真結 tour, which offers "high-quality, one-of-a-kind travel," also partnered with travel agencies nationwide and began selling packaged destination-based tours.」

    For the high-value-added tour brand "真結," the company partnered with travel agencies nationwide and began selling packaged destination-based tours.
  8. FY2023-Q1AdvancedAnnual report

    「In the travel business, the easing of restrictions on movement enabled the operation of tours such as "Bus Travel," and arrangements for student groups, including school excursions, increased. The chartered-bus business also saw higher utilization as a result. Revenue therefore increased by ¥636 million, or 211.2%, year on year to ¥938 million, while the operating loss was ¥32 million, an improvement of ¥293 million from the same period of the previous year.」

    The easing of restrictions on movement enabled the resumption and expansion of core tours and arrangements for student groups, including school excursions. Revenue in the travel charter business increased 211.2% year on year, and the operating loss improved by ¥293 million.
  9. FY2022-Q3AdvancedAnnual report

    「In the travel business, bus tours were affected by the reaction to the Go To Travel campaign implemented in the previous fiscal year, but orders from school groups for school excursions and other events increased in arranged travel. The chartered-bus business also received orders for the school groups described above, transportation for vaccination recipients, employee transportation for infection-control purposes, and transportation for the Olympic and Paralympic Games. As a result, revenue increased by ¥970 million, or 90.2%, year on year to ¥2,046 million. Despite efforts to reduce depreciation expenses through fleet reductions and personnel expenses by transferring employees within and outside the group, the operating loss was ¥509 million, an improvement of ¥592 million from the same period of the previous year.」

    While demand for core tours remained weak, the company secured orders for school groups, transportation for vaccination recipients, employee transportation and Olympic and Paralympic transportation as alternative sources of demand. Revenue increased by 90.2%, and the operating loss improved by ¥592 million from the same period of the previous year.
  10. FY2022-Q2Cancellation of core tours and securing alternative demandAnnual report

    「In the travel business, the company suspended operations of its core bus-tour brands "真結" and "Bus Travel" during the state of emergency and canceled all tours using the Kansai–Tokyo and Tokyo Disney Resort routes, which were suspended entirely. In arranged travel, orders from school groups for school excursions and other events increased. In the chartered-bus business, the company transported people receiving COVID-19 vaccinations and provided transportation for the Tokyo Olympic and Paralympic Games. As a result, revenue increased by ¥485 million, or 131.3%, year on year to ¥855 million, while the operating loss was ¥539 million, an improvement of ¥449 million from the same period of the previous year.」

    Although tours based on the core tour brands and specific routes were canceled, the company secured demand from school groups, transportation for vaccination recipients, and transportation for the Tokyo Olympic and Paralympic Games, improving revenue and the operating loss in the travel charter business from the same period of the previous year.
  11. FY2022-Q1AdvancedAnnual report

    「The operating environment remained extremely difficult, as tours organized by the company could be operated only before the state of emergency was declared due to the declaration of a state of emergency and the application of quasi-emergency measures, while school-related events such as school excursions were postponed until autumn and later. However, the company received orders from school groups and others for services from July onward, and local governments also placed orders for vaccination buses, indicating a gradual recovery in the movement of people compared with the previous year. As a result, revenue increased by ¥228 million, or 313.2%, year on year to ¥301 million, while the operating loss was ¥325 million, an improvement of ¥257 million from the same period of the previous year, due to lower depreciation expenses for chartered buses and the secondment of drivers within and outside the group.」

    Although the travel charter business remained in a difficult position, orders from school groups from July onward and orders from local governments for vaccination buses increased revenue and narrowed the operating loss.
  12. FY2021Weak travel demand and widening operating loss in charter operationsAnnual report

    「In the travel business, demand for domestic bus tours and other offerings recovered temporarily and sharply during the Go To Travel campaign. However, the business remained in a difficult position because bus tours for foreign visitors to Japan disappeared and consumers were not inclined to travel, while group trips by school groups, senior citizens' associations and others were canceled or postponed. In the chartered-bus business, general group travel almost disappeared, and demand remained weak as school excursions and outdoor activities were scaled back.」

    Although high-value-added tours and charter travel temporarily recovered during the Go To period, the travel charter segment posted an operating loss of ¥1,445 million as general group travel almost disappeared.
  13. FY2021-Q3Temporary recovery under Go To, but travel demand weakened in the third waveAnnual report

    「In the travel business, bus tour revenue during periods covered by the Go To Travel program exceeded the previous year, but conditions remained extremely difficult due to the cancellation or postponement of group travel, the disappearance of foreign travelers, the renewed spread of COVID-19 infections from November onward, and the temporary suspension of the Go To Travel program.」

    The core bus-tour business temporarily recovered while Go To Travel was available, but travel demand remained weak because visitors to Japan disappeared, group travel was deferred, and the third wave and suspension of Go To Travel took effect.
  14. FY2021-Q2Partial recovery in domestic travel, but travel demand remained weakAnnual report

    「In the travel business, although organized package tours recovered slightly under the Go To Travel Campaign, demand remained depressed due to the disappearance of inbound travelers caused by travel restrictions and the cancellation or postponement of group travel.」

    Demand for travel products remained weak because visitors to Japan disappeared and group travel was deferred, despite a slight recovery driven by the Go To Travel campaign.
  15. FY2021-Q1Sharp decline in travel demand and move into the red for charter operationsAnnual report

    「Travel demand stagnated worldwide as the COVID-19 pandemic spread, and the number of visitors to Japan from April to June was almost zero. Domestic travel demand also declined sharply because of the impact of requests to refrain from travel and other restrictions on movement. The chartered-bus business was limited to orders such as employee transportation.」

    Demand for inbound and domestic travel fell sharply despite the rollout of high-value-added tours and products for visitors to Japan, while chartered-bus orders were limited to employee transportation and similar services. The travel charter business posted an operating loss of ¥582 million.
  16. FY2020Strong through the third quarter, then weakened by the pandemicAnnual report

    「In the travel business, 1Day tours and Golden Route tours for visitors to Japan, the core bus-tour products "Bus Travel" and "真結," and Nippon Maru charter cruises performed well through the third quarter. However, in addition to weak ski-tour performance due to a lack of snow, the business was severely affected by the cancellation of bus tours and various group trips as a result of travel restrictions introduced during the Lunar New Year period, when many foreign travelers had been expected to visit, followed by requests to refrain from going out.」

    The core travel brands and products for visitors to Japan performed well through the third quarter, but operating performance for travel products deteriorated due to the lack of snow, travel restrictions and requests to refrain from going out.
  17. FY2020-Q3RestatedAnnual report

    「In packaged tours, customer numbers remained strong for the core brands "Bus Travel" and "真結," as well as 1Day tours and Golden Route tours for foreign visitors to Japan, Nippon Maru charter cruises and other offerings.」

    The company continues to develop its high-value-added travel brands and tours for visitors to Japan as priority products in its travel business.
  18. FY2020-Q2RestatedAnnual report

    「The core packaged-tour brands "Bus Travel" and "真結," as well as tours for foreign visitors to Japan」

    The company continues to develop its high-value-added travel brands and tours for visitors to Japan as priority products in its travel business.
  19. FY2020-Q1RestatedAnnual report

    「Revenue from organized package tours increased as customer acquisition for the core "Bus Travel" brand and tours for inbound travelers remained strong.」

    The company identified strong customer demand for its core travel brands and tours for visitors to Japan as contributors to travel-product earnings.
  20. FY2019AdvancedAnnual report

    「Although ski tours ended early because of the mild winter, revenue increased as the company expanded 1Day tours in the Kansai area and launched new travel products to meet the growing number of visitors to Japan.」

    The company expanded 1Day tours in the Kansai area and launched new travel products, contributing to higher revenue from packaged tours.
  21. FY2019-Q3Losses incurred while newly launched tours were becoming establishedAnnual report

    「Revenue from packaged tours declined due in part to losses recognized while newly launched tours were becoming established.」

    The company reported that newly launched tours were still in the process of becoming established and that packaged-tour revenue declined due in part to the recognition of losses.
  22. FY2019-Q2Losses incurred while newly launched tours were becoming establishedAnnual report

    「Revenue from packaged tours declined due in part to losses recognized while newly launched tours were becoming established.」

    The company reported that newly launched tours were still in the process of becoming established and that packaged-tour revenue declined due in part to the recognition of losses.
  23. FY2019-Q1Losses due to insufficient customer numbers for newly launched toursAnnual report

    「Revenue from packaged tours declined due in part to losses recognized as a result of insufficient customer numbers for newly launched tours.」

    Although the company rolled out newly launched tours, customer numbers were low, and packaged-tour revenue declined due in part to the recognition of losses.
  24. FY2018AdvancedAnnual report

    「The company will continue expanding and establishing the high-value-added tour brand "真結 (Yui)" and "旅学人 (Tabigakuto)," a distinctive travel offering newly launched in the Osaka area.」

    In addition to the existing high-value-added tour brand "真結," the company launched "旅学人" in the Osaka area, expanding its product-brand portfolio.
  25. FY2017AdvancedAnnual report

    「For packaged tours, the company began selling the new tour brand "真結 (Yui)," operated using the dedicated "ゆいプリマ" vehicle, in October 2016, and introduced the dedicated "LIMON" vehicle for tours aimed at visitors to Japan.」

    In addition to launching sales of "真結 (Yui)," the company introduced "LIMON" for visitors to Japan, advancing the development of high-value-added products and products for inbound travelers.
  26. FY2017-Q3AdvancedAnnual report

    「In addition, sales of the new tour brand "真結 (Yui)," operated using the dedicated "ゆいプリマ" bus, remained strong from October 2016.」

    The company launched the new tour brand "真結 (Yui)," operated using the dedicated "ゆいプリマ" bus, in October 2016, and reported strong sales.
  27. FY2016First statedAnnual report

    「We will provide services unique to our group, including rebuilding our high-value-added tour brand, introducing new dedicated vehicles, developing a diverse range of travel products for seniors, and differentiating tours through bus guides and attendants.」

    The policy is to differentiate travel products by combining the brand, dedicated vehicles, products for seniors, and personal customer service.
Moved together

"Active investment in express buses and the Kobe area" moved the same way as this thread, in the same document, in 9 of its 29 moves.

977765★123456
  1. ★This thread
  2. 1Active investment in express buses and the Kobe area9×
  3. 2Stable operation of service areas and new store openings and rebranding7×
  4. 3Long-Term Stable Dividends7×
  5. 4Expansion of peripheral businesses through franchising, M&A and industry-government-academia collaboration7×
  6. 5Investment in vehicle replacement, drive recorders and a bus location system6×
  7. 6Maintaining essential routes, rationalizing unprofitable routes and reallocating transport capacity5×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Shinki Bus's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Results presentation of 2026-11-09: "Advanced".
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High-value-added tours, products and services for seniors, and service differentiation | Shinki Bus Co.,Ltd. (9083) | Komori